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Financial Planning > UHNW Client Services > Family Office News

5 more tips for making the most of Google (tips 21-25)

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Did you know that Google houses a treasure-trove of information on publicly held companies? Or that you could gather sales intelligence about companies of all types through a single web portal?

Were you aware also of links that provide data about international companies, suppliers and old versions of business websites? Did you know, too, that you can find articles and press releases from media outlets throughout Asia, Australia and the U.S.?

If the answer to any or all of the above was “no,” then read on. Answers to these questions were provided at the closing main platform session of the Million Dollar Round Table’s 2014 annual meeting, held in Toronto on June 11. During a 30-minute talk, sales consultant Sam Richter reviewed for attendees — top-producing life insurance sales professionals from across the globe — helpful tips to more effectively search for information about prospective clients. The following is a recap on five of the search techniques.

Function

A tremendous amount of information is available on publicly held companies. One of the easier-to-use sites for finding public company information is Google Finance.

Where to go, what to do

www.google.com/finance

1. Enter a company name in the main search form.

2. Scroll through the result to learn about the company, access company financial information and more.

3. Click on an executive’s name to access biographical information and compensation data.

4. Click on the News link (make sure to click the link within the company section) for recent company news.

Function

This is a one-stop-shop for company sales intelligence.

Where to go, what to do

www.insideview.com

1. Enter a company name in the main search form then click on the various tabs.

2. “Overview” provides a company description and financial details.

3. “People” provides a list of company executives.

4. “Buzz” shows recent blog posts and tweets, plus a firm website analysis.

5. “More” links you to additional news, job postings and more.

Function

Locate information on international companies and international suppliers.

Where to go, what to do

www.kompass.com and www.solusource.com

1. Go to Kompas and/or Solusource websites.

2. Enter a keyword or product type into the main search form.

3. Choose from the offered options to narrow your search by product type and/or geography.

4. On the result page, further filter your results using the provided options or click on a company name for information on the company.

Sam Tip 4: Old versions of websites

Function

View historical sites or sites that no longer exist. If you’re researching a company that has gone out of business or that has been acquired, this may be the only way to see what their website used to look like.

Where to go, what to do

www.archive.org

Enter a website address in the Way Back Machine search form.

2. On the results listing page, click a date on the calendar to see what the site looked like on the corresponding date.

Function

Find articles and press releases from large and small media outlets throughout Asia, Australia and the U.S.

Where to go, what to do

www.yougotthenews.com; www.yougotthenews.com/asia

1. Enter search terms as you would with any search engine.

2. Use Boolean to expand or narrow your search.

3. Add a year or years separated by two periods (e.g., 2009..2011) to limit your results to only news stories during the date range.

4. Click on the tabs to sort your results by news type. Click the “Relevancy” button to toggle between sorting by relevancy or by date.

5. Instead of searching billions of websites, this custom search engine limits its search to key national and local news sources.

See also:

5 more tips for making the most of Google (tips 16-20)

5 more tips (11-15) for making the most of Google

10 tips for making the most of Google

 

 

 

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